MGB Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

MGB Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.02M	Buy	25,871 +60	+0.2%	+$2.34K	0.29%	72
2025 Q3	$996K	Hold	25,811	–	–	0.28%	71
2025 Q2	$925K	Sell	25,811 -11,104	-30%	-$370K	0.3%	81
2025 Q1	$1.22M	Hold	36,915	–	–	0.44%	60
2024 Q4	$1.28M	Sell	36,915 -7,000	-16%	-$247K	0.4%	51
2024 Q3	$1.51M	Hold	43,915	–	–	0.55%	42
2024 Q2	$1.45M	Hold	43,915	–	–	0.54%	46
2024 Q1	$1.4M	Hold	43,915	–	–	0.57%	45
2023 Q4	$1.29M	Buy	+43,915	New	+$1.19M	0.65%	43

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MGB Wealth Management's DFAC Position: Q4 2025 in Review

MGB Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.23% in Q4 2025, buying an estimated $2.34K and bringing the position to 25,871 shares worth $1.02M. The position accounts for 0.29% of the portfolio, ranked #72.

MGB Wealth Management first reported a position in DFAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2024. 1,152 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

MGB Wealth Management held 25,871 shares of Dimensional US Core Equity 2 ETF worth $1.02M as of Q4 2025.
MGB Wealth Management bought 60 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $2.34K.
Dimensional US Core Equity 2 ETF made up 0.29% of MGB Wealth Management's portfolio in Q4 2025, its #72 holding.
MGB Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $1.51M in Q3 2024.
1,152 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.